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CM Un2Wk3 - Online Banking & Safety

Total questions: 15

Worksheet time: 31mins

Name
Class
Date
1.

Which of the following is an effective strategy for personal saving?

a)

Wait until the end of the month and save whatever is left in your checking account

b)

Cover all of your wants and needs and save whatever is left over

c)

Take out a payday loan so you can save before you receive your paycheck

d)

Save a certain percentage of each paycheck and deposit it directly into a savings account

e)

None of these are good strategies

2.

Match the following

a)

50% of your paycheck

1.

Needs: Bills, insurance, rent, food

b)

30% of your paycheck

2.

Wants: new clothes, video games, Spotify

c)

20% of your paycheck

3.

Savings: Emergency fund

3.

Which of the following statements is TRUE?

a)

The majority of Americans have an adequate emergency fund

b)

The majority of Americans have sufficient amounts of money saved for retirement

c)

The majority of Americans have an adequate emergency fund, but do NOT have sufficient amounts of money saved for retirement

d)

The majority of Americans do NOT have an adequate emergency fund or sufficient amounts of money saved for retirement

e)

None of these statements are true

4.

You overhear your Aunt Tina tell your mom that she, her husband, and their kids are "living paycheck to paycheck." What does Aunt Tina mean by that?

4 lines
5.

What might be the benefit of setting up a recurring payment through online bill pay?

AND

What is a drawback to having a recurring payment for online bills?

4 lines
6.

Which pieces of information will you need to provide to your employer to set up direct deposit?

Check all that apply.

a)

Your bank’s name

b)

your bank account number

c)

your pet's name

d)

your bank account’s routing number.

e)

none of these

7.

Which of the following is an example of online bill pay?

a)

Having your check direct deposited into your bank account

b)

Having your bank  send your rent to the landlord each month

c)

Using a mobile payment service to purchase your groceries at a store

d)

Using a person-to-person app to repay your friend for dinner

e)

None of these

8.

All of the following are ways that you can keep your online bank account safe EXCEPT… 

a)

Banking with small banks and credit unions because they are less frequently the target of fraud

b)

Changing your password regularly using reasonably complex passwords

c)

Turning on text alerts to monitor your account for large or potentially fraudulent transactions

d)

Only using private wifi to access your account

e)

None of these

9.

Write two things you learned doing the Bank Simulation exercise on Wednesday.

4 lines
10.

Which of the following is NOT a recommended practice for securing your online bank account?

a)

Sharing your password with trusted family members

b)

Using two-factor authentication

c)

Regularly updating your password

d)

Monitoring your account for suspicious activity

e)

None of these

11.

What is an example of a person-to-person payment app?

a)

Using your bank's website to pay your electricity bill

b)

Having your salary direct deposited into your bank account

c)

Using an app like Venmo to split the dinner bill with your friends

d)

Paying for groceries at a store using a credit card

e)

None of these

12.

Which of the following is a good financial habit?

a)

Spending more than you earn

b)

Not keeping track of your expenses

c)

Saving a portion of your income regularly

d)

Ignoring your debts

e)

None of these are good habits

13.

Which of the following is not considered an online payment?

a)

Using a mobile app to pay for your coffee

b)

Transferring money to a friend using a banking app

c)

Paying your bills through your bank's website

d)

Paying with cash at a physical store

e)

None of these

14.

Even though I may use online banking to keep track of my balance, it is still good to check the monthly statement because (select all):

a)

Verify withdrawals

b)

Verify deposits

c)

Ensure there are no bank fees

d)

Learn about upcoming account changes

e)

Learn about all bank products

15.

What is one thing you can do if your account gets hacked?

a)

never go online again

b)

change your password

c)

move to another city

d)

report it to the police

e)

none of these will work